Wattle Financial Planning believe all Australians should have access to quality Financial Advice. We are a boutique financial planning firm with significant experience in providing financial advice and solutions.
Put simply, we love what we do.
We provide a full range of financial planning, taxation and legal services to all of our clients. Through our licencing arrangement with Dover Financial Advisers, we enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.
Our team operate with the highest level of professionalism and personability to ensure that we craft practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.
Our office is based on Sydney Rd (near Moreland Rd), Brunswick in Melbourne – however we can also service the whole of Metropolitan Melbourne face to face or via Skype.